Entering Values in a Table
When working with a table based on a planning model, you can create and edit model values by typing in the table cells.
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You have permissions and authorizations to make changes to the model values.
Users with BI roles can create private versions and change single booked values. Planner Reporter, Modeler, and Admin roles can use any of the planning tools to enter data on public or private versions. For more information, see Permissions.
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The cell is not locked, either by a value lock or by data locking.
For more information on value locks in stories, see About Value Lock Management. For more information on data locking, see Configuring Data Locking.
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If the cell is calculated by a formula, the formula must have one or more inverse formulas defined, and the target cells must be booked. For more information, see Inverse Formulas. For restricted measures and accounts, you can also change the values of cells that are included in the scope of the restriction.
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The value can be disaggregated from the cell to one or more leaf members for each dimension in the model. For more information, see Disaggregation of Values during Data Entry.
You can choose to show tooltips that explain why a selected cell does not allow data entry. To enable these tooltips, from your table select
.Data entry and copy and paste operations do not affect members that have been excluded from the table by story, page, or table filters on dimensions or dimension attributes. Allocation processes can still affect these members, however.
Members that are selected in a filter but set to invisible are treated as visible members when you type or paste values in the table.
You can type an absolute value in a cell (for example, -2398), or type a relative value such as *2 or +500.
Relative Value Symbol | Description |
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*nn | Multiply by nn |
/nn | Divide by nn |
nn% | Increase or reduce by nn percentage. |
+nn | Add nn to the value |
+-nn | Subtract nn from the value (add a negative amount) |
You can also include the scale (for example, Thousand, Million, Billion) when typing a value.
Scale |
Single Letter |
Complete Word |
Short Form |
---|---|---|---|
Thousand |
1T |
1 Thousand |
1K |
Million |
1M |
1 Million |
1M |
Billion |
1B |
1 Billion |
1Bn |
You can change cell values by copying and pasting, cutting and pasting, or using allocation features. For more information, see Copying and Pasting Cell Values, Cutting and Pasting Cell Values, and Using the Planning Panel.
When you change a booked value, the leaf members that aggregate up to that value are adjusted proportionally to reflect your change.
When you enter a new value in an unbooked cell, which displays a dash character (-) instead of a value, values are also booked to one or more leaf members for each dimension that aggregates up to the cell. The Unassigned member usually receives these values. For more information, see Disaggregation of Values during Data Entry.